Charles Murray Tate
Investment adviser representative at State Farm Investment Management Corp.
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- State Farm Investment Management Corp.Jun 2025 to now
- State Farm Vp Management CorpApr 2022 to now
- Adam Peterson Insurance AgencyMay 2020 to now
- Adam Peterson State FarmApr 2020 to May 2020
- Cascades CapitalMay 2019 to Aug 2019
- Symmetry Financial GroupApr 2019 to Aug 2019
- Full-time EducationAug 2018 to Apr 2022
- Sedgefield Country ClubMay 2016 to Dec 2017
- Full-time StudentJan 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7530821
- Firm CRD
- 3487